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For Companies At a Glance
- Tasks: Manage SIPP and SSAS pension administration from start to finish.
- Company: Join a supportive and innovative firm focused on career development.
- Benefits: Enjoy hybrid working with two days from home and a generous salary package.
- Why this job: Be part of a vibrant team dedicated to improving client services and your professional growth.
- Qualifications: Experience in SIPP/SSAS administration and strong IT skills are essential.
- Other info: Ideal for those seeking a dynamic role in a professional services environment.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Do you have SIPP or SSAS pension administrative experience? Are you looking for a role with a supportive firm offering support for career development?
Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator SIPP & SASS to provide support to the planning process and pension administration team.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills and have SIPP / SASS administration experience from a pension administration or wealth management firm.
Duties for this role will include:
- Responsible for carrying out cradle to grave administration for an allocated portfolio of SIPP and SSAS clients
- Calculate and pay retirement benefits.
- Process contributions and transfers into the scheme.
- Arrange buying/surrender of investment portfolios.
- Prepare scheme asset valuations and member fund share calculations.
You will have:
- Previous experience dealing with cradle to grave administration of SIPP and/or SSAS pension schemes.
- Good communication and organisation skills
- Strong workload prioritisation
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
Hybrid working is offered with this role, 2 days per week from home.
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Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Account Executive
✨Tip Number 1
Make sure to highlight your SIPP and SSAS experience during any networking opportunities. Attend industry events or webinars where you can connect with professionals in the pension administration field. This can help you gain insights and potentially get referrals.
✨Tip Number 2
Familiarise yourself with FCA regulations relevant to SIPP and SSAS schemes. Being knowledgeable about these regulations will not only boost your confidence but also demonstrate your commitment to compliance, which is crucial for this role.
✨Tip Number 3
Develop your IT skills further, especially in software commonly used in pension administration. Being proficient in these tools can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 4
Prepare to discuss your organisational and communication skills in detail during interviews. Think of specific examples where you've successfully managed workloads or communicated complex information clearly, as these are key attributes for the SIPP Account Executive role.
We think you need these skills to ace SIPP Account Executive
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasise your SIPP and SSAS pension administrative experience in your CV and cover letter. Use specific examples from your previous roles that demonstrate your ability to manage cradle to grave administration.
Showcase IT Skills: Since strong IT skills are essential for this role, mention any relevant software or systems you have used in your previous positions. This could include pension administration software or general office applications.
Demonstrate Understanding of FCA Regulations: If you have experience with FCA regulations, be sure to include this in your application. Explain how your knowledge has helped you in previous roles, particularly in relation to compliance and client service.
Tailor Your Application: Customise your CV and cover letter to reflect the specific duties and skills mentioned in the job description. Use keywords from the job listing to ensure your application stands out to hiring managers.
How to prepare for a job interview at Brevere Group
✨Showcase Your SIPP/SSAS Knowledge
Make sure to brush up on your knowledge of SIPP and SSAS pension schemes. Be prepared to discuss your previous experience in cradle to grave administration and how you've handled specific tasks like calculating retirement benefits or processing contributions.
✨Demonstrate Strong IT Skills
Since strong IT skills are essential for this role, be ready to talk about the software and tools you’ve used in previous positions. If you have experience with specific pension administration systems, mention them and explain how they helped streamline your work.
✨Highlight Communication Skills
Effective communication is key in this role. Prepare examples of how you've successfully communicated complex information to clients or team members. This will show that you can handle client queries and collaborate well within a team.
✨Discuss Workload Prioritisation
The ability to prioritise tasks is crucial in a busy environment. Think of instances where you had to manage multiple responsibilities and how you organised your workload to meet deadlines. This will demonstrate your organisational skills and ability to thrive under pressure.
